Maimon Wealth Management’s Apple AAPL Stock Holding History

Maimon Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72M	Sell	9,395 -782	-8%	-$224K	2.09%	16
2026 Q1	$2.51M	Buy	10,177 +921	+10%	+$240K	2.2%	16
2025 Q4	$2.52M	Buy	+9,256	New	+$2.48M	2.34%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Maimon Wealth Management's AAPL Position: Q2 2026 in Review

Maimon Wealth Management reduced its Apple (AAPL) stake by 7.7% in Q2 2026, selling an estimated $224K and leaving 9,395 shares worth $2.72M. The position accounts for 2.09% of the portfolio, ranked #16.

Maimon Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Maimon Wealth Management held 9,395 shares of Apple worth $2.72M as of Q2 2026.
Maimon Wealth Management sold 782 Apple shares in Q2 2026, an estimated $224K.
Apple made up 2.09% of Maimon Wealth Management's portfolio in Q2 2026, its #16 holding.
Maimon Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.